Kristi
Trowbridge
Newbridge Financial Services Group, Inc
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About this Advisor
Kristi Trowbridge is a certified financial planner operating in Birmingham, Alabama with a total of 3 years of industry experience. Trowbridge is an advisor for Newbridge Financial Services Group, Inc. During their career, the advisor has held roles at Sterne Agee Financial Services, Securities America, Inc, Securities America Advisors, Nfp Advisors, Kestra Financial Services, Inc and Newbridge Securities Corporation. Trowbridge maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Alabama. Newbridge Financial Services Group, Inc is a registered investment company that has its headquarters in Boca Raton, FL. The company has offices in 38 locations and a total of 141 advisors. It handles $472 million in assets among its 2,184 customer accounts, placing it among the bigger investment advisory firms in the United States by assets under management. Of its 2,184 accounts, just 10% belong to high-net-worth clients who have more than $1 million in investable assets. The firm offers a wide range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial advisory fees depend on which services the firm provides the client. Fees charged by Newbridge Financial Services Group, Inc most likely consist of any combination of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Newbridge Financial Services Group, Inc Brokerage Details
$471,970,819
141
2,184
$216,104
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Kristi Trowbridge Work History
Kristi has been registered as a financial advisor for 3 years.*
Newbridge Securities Corporation
Kestra Financial Services, Inc
Nfp Advisors
Securities America, Inc
Securities America Advisors
Sterne Agee Financial Services
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Kristi Trowbridge to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Newbridge Financial Services Group, Inc
Boca Raton, FL
Morristown, NJ
Boca Raton, FL
Boca Raton, FL
Boca Raton, FL
Boca Raton, FL
Boca Raton, FL
Boca Raton, FL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
